EWA LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

EWA LLC’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$396K	Buy	+3,999	New	+$396K	0.07%	170
2024 Q1	–	Sell	-6,125	Closed	-$603K	–	148
2023 Q4	$603K	Sell	6,125 -50,461	-89%	-$4.8M	0.29%	35
2023 Q3	$5.32M	Buy	56,586 +5,792	+11%	+$558K	3.44%	11
2023 Q2	$4.98M	Buy	50,794 +2,936	+6%	+$290K	3.41%	10
2023 Q1	$4.76M	Buy	+47,858	New	+$4.73M	3.54%	10

Other funds holding AGG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM